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Caprock Group’s McKesson MCK Stock Holding History

Caprock Group’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.62M Sell
7,426
-116
-2% -$92K 0.11% 150
2026
Q1 		$6.53M Sell
7,542
-215
-3% -$192K 0.16% 102
2025
Q4 		$6.37M Sell
7,757
-54
-0.7% -$44.1K 0.13% 125
2025
Q3 		$5.36M Buy
+7,811
New +$5.5M 0.13% 129
2025
Q1 		$5.28M Sell
7,840
-60
-0.8% -$37.1K 0.16% 109
2024
Q4 		$4.51M Buy
7,900
+652
+9% +$365K 0.15% 112
2024
Q3 		$3.59M Sell
7,248
-336
-4% -$187K 0.13% 139
2024
Q2 		$4.43M Buy
7,584
+6,233
+461% +$3.47M 0.18% 90
2024
Q1 		$726K Sell
1,351
-18
-1% -$9.14K 0.04% 315
2023
Q4 		$635K Buy
1,369
+191
+16% +$86.9K 0.04% 333
2023
Q3 		$513K Buy
1,178
+161
+16% +$67.8K 0.04% 349
2023
Q2 		$435K Buy
1,017
+127
+14% +$48.8K 0.03% 408
2023
Q1 		$317K Buy
890
+352
+65% +$127K 0.02% 478
2022
Q4 		$202K Sell
538
-154
-22% -$57.4K 0.02% 504
2022
Q3 		$236K Buy
692
+19
+3% +$6.6K 0.02% 470
2022
Q2 		$220K Buy
+673
New +$215K 0.02% 477
2016
Q4 		– Sell
-1,465
Closed -$244K – 373
2016
Q3 		$244K Sell
1,465
-13
-0.9% -$2.42K 0.06% 290
2016
Q2 		$276K Buy
1,478
+22
+2% +$3.86K 0.07% 223
2016
Q1 		$229K Buy
+1,456
New +$235K 0.05% 281

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Caprock Group's MCK Position: Q2 2026 in Review

Caprock Group reduced its McKesson (MCK) stake by 1.5% in Q2 2026, selling an estimated $92K and leaving 7,426 shares worth $5.62M. The position accounts for 0.11% of the portfolio, ranked #150.

Caprock Group first reported a position in MCK in Q1 2016 and has held it in 19 quarters since. The position peaked at $6.53M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Caprock Group held 7,426 shares of McKesson worth $5.62M as of Q2 2026.
  • Caprock Group sold 116 McKesson shares in Q2 2026, an estimated $92K.
  • McKesson made up 0.11% of Caprock Group's portfolio in Q2 2026, its #150 holding.
  • Caprock Group first reported a position in McKesson in Q1 2016 and has held it in 19 quarters since.
  • Caprock Group's McKesson position peaked at $6.53M in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.